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Monday 9 November 2026
US Department of Defense commits US$75 million to Halo SiC wafer expansion
The Department of Defense's Office of Strategic Capital (OSC) has offered Halo Industries, a semiconductor startup based in Santa Clara, California, a conditional loan commitment of...
Monday 9 November 2026
Wiwynn posts record 3Q26 revenue and profit, boosts US, Malaysia investment
Wiwynn reported record single-quarter revenue and profit for the third quarter of 2026, with consolidated revenue reaching NT$4,346.18 billion (US$132.2 billion), up 62.9% year over...
Monday 9 November 2026
UK chip leader believes US midterms won't disrupt global semiconductor ties
Democrats' sweeping victory in the US midterm elections has raised concerns that the country could slow AI development and data-center construction, but UK technology industry leaders...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
Semiconductor testing company KYEC keeps US AI chip testing plant on track despite election shift
King Yuan Electronics (KYEC) general manager Gauss Chang said the company's plan to establish a US testing facility in Texas remains on schedule despite concerns that a shift in control...
Monday 9 November 2026
Adata revenue to dip slightly in 4Q26 as AI investment shifts overseas
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...
Monday 9 November 2026
Nittobo's T-Glass supply crunch deepens despite 3.6-fold capacity expansion plan for AI chips
Japan's Nittobo (Nitto Boseki) plans to invest an additional JPY20 billion (approx. US$127 million) to expand production of T-Glass, a specialized low-coefficient-of-thermal-expansion...
Monday 9 November 2026
India roundup: India electronics manufacturing expands amid AI-driven supply constraints
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
Monday 9 November 2026
Weekly news roundup: AI compute race intensifies as DRAM rivals diverge and chipmakers expand investments
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
Monday 9 November 2026
Commentary: China's AI data center catch-up hinges on three US policy scenarios
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026...
Saturday 7 November 2026
Solidigm eyes US NAND fab as funding questions linger
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US. Funding and the investment timeline have yet to be settled, but DIGITIMES Intelligence...
Friday 6 November 2026
Nvidia reportedly buys glass substrate samples from Korea's JNTC
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec...
Friday 6 November 2026
China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead
Chinese semiconductor equipment makers report record orders extending into 2027, with AI-driven investment in advanced memory, logic chips and packaging strengthening demand for domestic...
Friday 6 November 2026
Meta faces political pushback over US data center expansion
The US midterm election and referendum results show broad public opposition to building more data centers, raising the prospect of tougher local-government reviews for large-scale...
Friday 6 November 2026
Commentary: YMTC's record NAND profits mask bigger risks behind its reported IPO delay
YMTC's parent company, CCSH Corporation, had planned to raise CNY33 billion (approx. US$4.93 billion) through an IPO on Shanghai's STAR Market to finance production-line upgrades and...